Dodds Wealth, LLC Schwab Strategic Tr Us Large C Transaction History
Dodds Wealth, LLC
- $300 Billion
- Q3 2024
A detailed history of Dodds Wealth, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Dodds Wealth, LLC holds 1,310,932 shares of SCHV stock, worth $35.9 Million. This represents 11.69% of its overall portfolio holdings.
Number of Shares
1,310,932
Previous 444,887
194.67%
Holding current value
$35.9 Million
Previous $32.9 Billion
6.51%
% of portfolio
11.69%
Previous 12.86%
Shares
4 transactions
Others Institutions Holding SCHV
# of Institutions
828Shares Held
111MCall Options Held
3.2KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA19.5MShares$534 Million3.21% of portfolio
-
Sei Investments CO Oaks, PA12.1MShares$332 Million1.3% of portfolio
-
Mather Group, Llc. Chicago, IL10.7MShares$294 Million11.15% of portfolio
-
Envestnet Asset Management Inc4.85MShares$133 Million0.13% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.24MShares$116 Million0.81% of portfolio